Purchases and Sales Made in Q1 2025 in First Tr Et Fd Iii Short Durat (FSMB)
This table provides information about the institutional ownership of First Tr Et Fd Iii Short Durat (FSMB) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ET FD III SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
340K+ 384.94% |
$6.74M - $6.8M
|
429K
$8.5M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
181KNew |
$3.57M - $3.61M
|
181K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
177K+ 91.52% |
$3.5M - $3.53M
|
370K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135K+ 8.61% |
$2.67M - $2.69M
|
1.7M
$33.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
127K+ 21.91% |
$2.52M - $2.54M
|
708K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
101K+ 14.15% |
$1.99M - $2.01M
|
813K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.3K+ 12.34% |
$1.79M - $1.8M
|
822K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.1K+ 242.46% |
$991K - $1M
|
70.7K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.7K+ 1.37% |
$964K - $972K
|
3.59M
$71.2M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
45K+ 49.51% |
$891K - $898K
|
136K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
43.6KNew |
$863K - $870K
|
43.6K
$864K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
43.6K+ 7.96% |
$863K - $870K
|
591K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
42.7KNew |
$845K - $852K
|
42.7K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.5K+ 26.95% |
$663K - $669K
|
158K
$3.13M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
33.3K+ 9.76% |
$659K - $665K
|
374K
$7.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.9K+ 200.94% |
$632K - $638K
|
47.8K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
20.4K+ 49.01% |
$405K - $408K
|
62.2K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.3K+ 20.74% |
$402K - $406K
|
118K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
19.5K+ 30.06% |
$386K - $389K
|
84.2K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.8K+ 4.59% |
$352K - $355K
|
406K
$8.04M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.2KNew |
$341K - $344K
|
17.2K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 3.7% |
$300K - $303K
|
425K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.9K+ 75.82% |
$294K - $297K
|
34.5K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
14.5KNew |
$287K - $289K
|
14.5K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.2KNew |
$281K - $284K
|
14.2K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 6.71% |
$279K - $281K
|
224K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.9KNew |
$274K - $277K
|
13.9K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13.6KNew |
$269K - $271K
|
13.6K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 35.7% |
$222K - $224K
|
42.6K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$201K - $203K
|
10.2K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
8.97K+ 1455.36% |
$178K - $179K
|
9.58K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.79K+ 26.56% |
$174K - $175K
|
41.9K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.71K+ 271.61% |
$172K - $174K
|
11.9K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.62K+ 9.81% |
$151K - $152K
|
85.3K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
6.86K+ 6.08% |
$136K - $137K
|
120K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.4K+ 15.95% |
$127K - $128K
|
46.5K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.67K+ 113380.0% |
$112K - $113K
|
5.67K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.64K+ 15.61% |
$112K - $113K
|
41.7K
$827K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.01K+ 2.2% |
$99.1K - $100K
|
233K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.45K+ 12.62% |
$88K - $88.8K
|
39.7K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.14K+ 14.62% |
$82K - $82.7K
|
32.5K
$644K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
3.76K+ 27.13% |
$74.5K - $75.1K
|
17.6K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.82K+ 5.27% |
$55.8K - $56.3K
|
56.2K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 10.63% |
$52.7K - $53.1K
|
27.7K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 13.45% |
$31.4K - $31.6K
|
13.4K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.5K+ 15.85% |
$29.6K - $29.9K
|
10.9K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.4K+ 2.63% |
$27.8K - $28K
|
54.8K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.36K+ 3.84% |
$27K - $27.2K
|
36.8K
$729K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
612+ 3.68% |
$12.1K - $12.2K
|
17.2K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
500New |
$9.9K - $9.99K
|
500
$9.91K
|